New Client Intake | Echo House

Your Business
Services and Pricing
Your Ideal Customer
Competition
Current Marketing
Goals and Ad Budget
Brand and Content
Access I'll Need

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Your Business

The basics, so I know who I'm building for.

Business name Owner or main contact Phone Email Business addressService areaCities or radius you serve.HoursYear establishedDescribe your business in two sentencesThe way you'd say it to a stranger.

Services and Pricing

What you sell and what it's worth.

Your services, with the typical price for eachMark the 3 that make you the most money with a *.Packages, memberships, financing, or seasonal offersAverage value of a new customer over a year

Your Ideal Customer

Who we're trying to reach, in your words.

Describe your best customerAge range, gender, income, where they live, what they care about.What problem are they solving when they find you?What do customers say they love about you?Use their words if you can.What hesitations do you hear before someone books?

Competition

Who else they're considering.

Name 3 competitors and what they do better or worse than youWhat makes you different?Credentials, experience, guarantees, technology, results.

Goals and Ad Budget

Where you want to be, and what you'll invest to get there.

What does success look like in 90 days?Be specific, for example: 20 booked consults a month.Which service do you most want to sell more of?

About your ad budget. This is the money paid directly to Meta and Google to run your ads. It is separate from, and in addition to, your monthly Echo House retainer, which covers my management and creative work. You own the ad accounts and pay the platforms yourself.

If early results are strong, would you consider increasing it?

YesMaybeNo, this is my ceiling

Brand and Content

How you look and sound.

Do you have a logo, brand colors, or fonts?If yes, you'll send the files after you submit.Do you have photos of your work, your team, and your space?I'll ask for your best 20 to 30 after you submit.Anything else about your tone?Websites you like the look ofAny industry.Anything I must NOT say or show?Legal, licensing, or personal preference.

Access I'll Need

I never ask for passwords. Each of these has a built-in way to add me as a manager, and I'll walk you through it on a call.

Which of these do you already have?Leave unchecked anything that still needs to be set up.

Meta Business Manager (Facebook and Instagram)Google Ads accountGoogle Business ProfileDomain and hosting (GoDaddy, Squarespace, Wix, etc.)Booking or scheduling software

Where does your domain live, and what booking software do you use?Anything else I should know?

Something went wrong sending your answers. Your draft is saved on this device, so please try again in a minute, or email hello@echohouselv.com and I'll sort it out.

You're All Set

Thank you. Your answers are in, and I'll review them before our next call.

Your next step:

Send your logo files and your best 20 to 30 photos to hello@echohouselv.com.
Keep an eye out for a short call invite. We'll set up account access together.

Your answers go only to Echo House and are used only to plan your site and campaigns.